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CRM & Sales Hub

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Top Resources for CRM & Sales Hub

  • Routing leads to distributors

    • Hi, Our company has a contact us form on our website. For a demo request (one of the request types), we're also asking the company to select from a dropdown menu the number of their subscribers. Beyond a certain threshold, we don't want to route these leads to our internal sales team, but to distributors that we work with (1 for Europe and 1 for the Americas). Distributors do not have access to HubSpot today and I don't imagine granting ...read more

  • Lead Status Questions & Recommendations

    • Hi there, So on HubSpot it says lead status is a subset of SQL. However, why are the default lead statuses things like open deal? Wouldn't open deal mean the contact is an opportunity not an SQL? Am I wrong in thinking that open deal shouldn't be a default lead status? What are the types of lead statuses you all use and what have been some best practises using them? ...read more

  • How to set follow up reminders for emails logged to CRM from Gmail by BCC

    • When I send my emails I have been using Gmail to log them to my CRM but using another program to send me reminders to follow up. Is it possible to set it up so if I send an email through Gmail and have it BCC'd to my CRM that if nobody responds I can have it send me a reminder that in 1 week it will remind me to follow up and I can follow up through Gmail? I have been using Yesware for this but apparently its not functioning correctly becaus ...read more

  • How to Assign Contacts to Reps Randomly

    • Do you know how to assign contacts to reps randomly ? ...read more

  • [Guide] How to add count of calls in Contacts & Deals

    • More info in the first comment below 👇 ...read more

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CharlotteJ on January 17, 2022
New to the Sales Onboarding community board? Introduce yourself here ‌‌‌⬇️
One of the best ways to learn is by doing and sharing with other new HubSpot Sales Hub users, just like you. That’s why we’re so excited about this space to learn and grow better together! To get started, say hello and introduce you read more
Reply Discussion Announcement Sales
9 upvotes
49 Replies
CharlotteJ on December 14, 2021
Sales Hub Pro - Onboarding step 1 : Strong foundations
Welcome to our Community-enabled onboarding program! In this introductory video we will be guiding you through the very first steps to successfully start your journey with theSales Hub of Hubspot. We will notably talk about how to set up read more
Reply Discussion Getting Started Sales
9 upvotes
5 Replies
xmontero on February 03, 2023
Filter not working properly for one specific contact
I have 2 views. One of them filtering by "Lead Status = Attempted to contact". The other by "Lead Status = Connected": Instead, there's a lead (Rosa) that keeps insisting in appearing to the 1st filter when it should appear in the sec read more
Reply Discussion
0 upvote
0 Reply
Muhammed-Elamir on February 03, 2023
Problem in assiggning contacts
Hello, we are using hubspot free plan i have main account, and always iam assigning contacts to my team members. today when assign contacts, my team mwmbers got notifictions, but contacts didnot appear in their accounts. i tried saveral ways, read more
Reply Discussion
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
February 03, 2023
Hi @Muhammed-Elamir , Could you please provide more details? Where exactly are your team members looking for these records? On the contact...read more
Solved
ASapozhnikov on February 03, 2023
Exclude Contacts in Lists based on non-existing Custom object
Hi! We have a goal to create a List, where we filter by Contacts that have NO connection to Custom objects. Is that possible? Currently we can only filter by 'including' connection between Contact and Custom objects. Thanks in advance.
Reply Discussion CRM Custom Objects How-To Lists
0 upvote
3 Replies
karstenkoehler
Hall of Famer | Partner
February 03, 2023
Thank you, @ASapozhnikov , I appreciate that. Have a nice weekend! 🙂
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0 upvote
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cjb007 on February 02, 2023
Superadmin account was accidentally deleted and it has been a week
I already filled out the form a lot of times since that was the process but I haven't received any response. The community manager I talked to didn't understand my problem and now it's been a week that our SUPERADMIN is not working. We need it to be read more
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0 upvote
0 Reply
GWills on February 02, 2023
Filtering not working in pre-defined views
Our business has several pre-defined views that only I can change. Since returning to work this morning the filtering is not working.... Please see one example below where the filter used to behave in a way where it would only show contacts without read more
Reply Discussion
1 upvote
4 Replies
GWills
Member
February 02, 2023
Thanks for the response! The old cache clear was my first go to with no luck unfortunately, the issue is currently affecting all users not just mysel...read more

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